Manager – Private Wealth

Job Description

We have a great opportunity for a Manager – Private Wealth, to join a leading provider of fund administration and outsourced services.

 

The successful candidate will be required to manage a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and the candidate must be a technical expert with Trusts Structures.

 

Key Responsibilities:

  • Liaise with associates in the co-ordination of the company secretarial function for all client companies within the team, to include board and general meetings, statutory requirements including filings, maintenance of registers and attendances at senior level board meetings.
  • Be accessible and approachable to all team members, offering guidance and development when required.
  • Carefully assist the Associate Director in ensuring compliance of the team with all internal policies and procedures, with particular reference to local legislation and internal policies and procedures.

 

More information about the role is available upon request - contact the team today for further details.